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Independent Financial Advice"
0191 281 8811
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0191 281 8811
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Our Achievements
We are delighted to be a multi award winning firm, with particular award victories for investment advice in both the Moneyfacts Investment life and Pensions Awards and Money Marketing Awards. Our most recent win at the prestigious Moneyfacts Investment life and Pensions Awards 2023 saw us identified as Investment Adviser of the Year. This is in addition to winning Best Investment Adviser at the Money Marketing Awards for the last three out of four years (2018, 2020, 2021) In 2019 we were runner up for the award. For a full list of honours we have been recognised in click here.
Chartered Financial Planner Status
In 2007, Lowes became one of the first firms in the country to achieve the accreditation “Chartered Financial Planners”, an achievement which we are justly proud of.
The
Chartered Financial Planners
status is considered to be the ‘gold standard’, held only by firms which demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. Over the years we have constantly continued to ensure colleagues acquire and retain the necessary knowledge and skills to deliver the highest quality service and advice.
An Associate Firm
Most recently and in addition to our Chartered Status, Lowes has become an “Associate” firm which demonstrates the adoption of professional standards set by the Personal Finance Society enabling us to stand tall behind a culture that places clients and staff at its heart. As a firm we are proud to continue our efforts to demonstrate our professional standards and adhere to the following core principles:
1. Act in the best interests of clients, using a customer charter to aid transparency
2. Demonstrate integrity, probity and fairness by aligning with the code of professional ethics & conduct
3. Comply with the spirit as well as rules of regulation
4. Comply with the spirit as well as the rules of employment law
5. Invest in your people by funding a policy of ongoing training and professional development
6. Operate a clear diversity & inclusion policy, for both your staff and clients
7. Operate a policy of corporate social responsibility
8. Adhere to transparent governance standards and processes
We are regularly recognised for excellence
We are always proud to receive recognition in professional awards and have been finalists in the following
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0191 281 8811
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